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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,793 | $78,707+77.6% | $117,861+18.6% | $70,126+99.3% |
| Participation rate | 51.8% | 73.2%-21.4pp | 79.7%-27.9pp | 69.5%-17.8pp |
| Annual return | 12.34% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $790 | $2,223-64.5% | $3,786-79.1% | $2,343-66.3% |
| Participant deferral / active EE | $3,065 | $3,297-7.1% | $4,482-31.6% | $3,332-8.0% |
| Admin fee / account holder | $7,959 | $5,066+57.1% | $8,021-0.8% | $4,645+71.3% |